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The Nov Tech

Moore’s Law Is Dying. TSMC and Intel Just Chose Opposite Ways to Survive.

One Is Building a Bigger City. The Other Is Inventing a Better Brick. Only One Strategy Will Win.

Novy Baf's avatar
Novy Baf
May 20, 2026
∙ Paid
Source: TSMC

For fifty years, the semiconductor industry ran on one rule: make the transistor smaller, and everything gets faster. You did not need a strategy. Physics did the work. Every new generation of chip delivered 30 to 50% more transistors on the same surface area, and the entire digital economy rode that escalator upward. A single, consistent dy…

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